HWM
HB Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.2M | Sell |
1,366,254
-148,227
| -10% | -$3.28M | 0.24% | 55 |
|
2025
Q1 | $30M | Sell |
1,514,481
-973,471
| -39% | -$19.3M | 0.25% | 56 |
|
2024
Q4 | $46M | Buy |
2,487,952
+1,876,461
| +307% | +$34.7M | 0.47% | 24 |
|
2024
Q3 | $25.1M | Sell |
611,491
-30,995
| -5% | -$1.27M | 0.27% | 42 |
|
2024
Q2 | $24.7M | Sell |
642,486
-26,580
| -4% | -$1.02M | 0.29% | 41 |
|
2024
Q1 | $26.1M | Sell |
669,066
-26,909
| -4% | -$1.05M | 0.33% | 35 |
|
2023
Q4 | $25.7M | Sell |
695,975
-68,111
| -9% | -$2.52M | 0.37% | 30 |
|
2023
Q3 | $25.9M | Sell |
764,086
-29,562
| -4% | -$1M | 0.42% | 27 |
|
2023
Q2 | $28.3M | Sell |
793,648
-35,730
| -4% | -$1.27M | 0.45% | 23 |
|
2023
Q1 | $28.9M | Sell |
829,378
-175,181
| -17% | -$6.1M | 0.5% | 20 |
|
2022
Q4 | $32.4M | Buy |
1,004,559
+174,999
| +21% | +$5.64M | 0.59% | 19 |
|
2022
Q3 | $23.3M | Sell |
829,560
-172,046
| -17% | -$4.84M | 0.5% | 19 |
|
2022
Q2 | $31.5M | Sell |
1,001,606
-658
| -0.1% | -$20.7K | 0.65% | 18 |
|
2022
Q1 | $36.8M | Buy |
1,002,264
+657,968
| +191% | +$24.2M | 0.68% | 17 |
|
2021
Q4 | $13.4M | Buy |
+344,296
| New | +$13.4M | 0.27% | 33 |
|